Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,949 | $91,179-68.3% | $178,499-83.8% | $79,852-63.7% |
| Participation rate | 59.6% | 69.2%-9.6pp | 81.9%-22.3pp | 69.6%-10.0pp |
| Annual return | 3.11% | 24.19%-21.1pp | 151.10%-148.0pp | 31.72%-28.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,502 | $3,236-53.6% | $5,202-71.1% | $3,740-59.8% |
| Admin fee / account holder | $1,936 | $6,749-71.3% | $13,986-86.2% | $5,306-63.5% |